Greg Charlton

Greg Charlton

True Potential Wealth Management LLP

Minimum savings/pensions: Over £50,000

0330 038 8938
Based in Weston-super-Mare
View location

Top Rated 2025
Verified since: December, 2020

4.9 out of 5

217 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 March 2025

    Greg is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Greg's status

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Greg has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 03 February 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Greg has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Greg has not yet added their fees to their profile

  • 5

    Positive First Impressions

    80% of users who are not yet clients had a positive first experience with Greg

    80% of VouchedFor users have had a positive (4 or 5 star) first experience with Greg (based on 5 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 March 2025

    Greg is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Greg's status

  • 8

    Recent Client Reviews

    Verified reviews: 100%

    Greg has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 03 February 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Greg has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Greg has not yet added their fees to their profile

  • 5

    Positive First Impressions

    80% of users who are not yet clients had a positive first experience with Greg

    80% of VouchedFor users have had a positive (4 or 5 star) first experience with Greg (based on 5 first impressions)

I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch. I specialise in pre & post retirement planning, estate planning and have a wealth of investment expertise, ensuring all your financial needs are covered. My goal is to ensure that your financial aspirations become a reality and your assets are protected for you and your loved ones. I am extremely conscientious, reliable and have a very strong work ethic, ensuring you will be looked after at every milestone of your financial journey. I love helping people with perceived and unperceived needs and this is what is so rewarding about my job. I have been with the national company, True Potential Wealth Management for the last 7 years. Their investment capability is first-class with an excellent track record, using only the best investment houses in the UK, so you know you and your finances will be in safe and trusted hands. They have an award-winning platform which enables your pensions and investments to be held all in one place and can be accessed at the touch of a button, through the excellent technology they use. True Potential offer a transparent, straight-forward charging structure so you will always know where you stand. To summarise: - Defined Benefit advice specialist. - Straight-forward, jargon-free, expert advice. - Great investment expertise catering for all attitudes to investing. - Award-winning platform. - Leading technology to manage your investments. - Competitive, transparent charging structure. In my spare time, I enjoy playing tennis and venturing out on my bike around the glorious countryside, close to where I live. My son, Riley, keeps me busy having fun and doing those all important, Dad duties.

Offers available through VouchedFor

Contact Greg through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Greg's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

Reviews of Greg

Are you a client of Greg? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.

Adviser Disclaimer

All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.